See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,484 | $175,202-83.7% | $149,673-81.0% | $139,434-79.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 18.76% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,742 | $5,474-49.9% | $4,818-43.1% | $4,751-42.3% |
| Participant deferral / active EE | $6,405 | $6,519-1.7% | $5,680+12.8% | $6,710-4.5% |
| Admin fee / account holder | $1,277 | $16,150-92.1% | $13,210-90.3% | $11,403-88.8% |